(925) 778-1165 eastbayfpa@gmail.com

Date(s) - November 2, 2023
11:00 am - 1:00 pm


Upping Your Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

Presented by Dr. Meghaan Lurtz; Kitces.Com
Professor of Practice at Kansas State University

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.

About the Speaker:
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at Kitces.com

Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions.

She has also contributed chapters to the CFP Board’s textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.